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What if retirement had a first day of school worksheet, and your answers revealed whether you're truly ready to leave work behind?

This episode explores the questions that matter most before retirement: your goals, fears, hobbies, and vision for life after work. Tony discusses how planning creates freedom, why retirement should be built around choices rather than obligations, and the importance of regularly reviewing financial strategies as life changes. He also examines Life Insurance Awareness Month, covering common policy types, living benefits, legacy planning, and why reviewing existing coverage can help protect loved ones and preserve wealth across generations.

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

What if retirement had a first day of school worksheet, and your answers revealed whether you're truly ready to leave work behind?
This episode explores the questions that matter most before retirement: your goals, fears, hobbies, and vision for life after work. Tony discusses how planning creates freedom, why retirement should be built around choices rather than obligations, and the importance of regularly reviewing financial strategies as life changes. He also examines Life Insurance Awareness Month, covering common policy types, living benefits, legacy planning, and why reviewing existing coverage can help protect loved ones and preserve wealth across generations.
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For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
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Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony&rsquo;s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony&rsquo;s message is clear: real money starts with real understanding.